Uwm
We are a boutique wealth management firm dedicated to serving affluent and high-net-worth individuals and families. Our approach simplifies financial complexity through clear, data-driven strategies tailored to evolve with your life, from wealth growth and preservation to succession planning and lasting impact. As fiduciaries, we prioritize transparency and always act in your best interests. By combining evidence-based research with adaptive asset allocation, we seek to optimize risk-adjusted returns while managing market and life uncertainties. Operating on a fee-based model, we offer personalized behavioral coaching designed to support you in making confident, informed decisions that align with your short and long-term financial goals.
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Verified contacts
39
available on Kipplo
LinkedIn employees
116
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- RN
René Nourse
Founder CEO and Financial Planning Pro · Other
EmailPhone - ER
Erin Ragsdale
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - AZ
Almir Zukic
Account Executive · Sales & Business Development
EmailPhone - EZ
Eric Zdankiewicz
Intelligence Analyst Ii · Information Technology
EmailPhone - EB
Evan Brannan
Verification Specialist Problems Resolutions Group · Finance & Accounting
EmailPhone - JH
Jordan Hewitt
Underwriter · Finance & Accounting
EmailPhone - LE
Louisa Eastman
Administrative Assistant Iii · Operations
EmailPhone - SB
Steven Bellinger
Account Executive · Sales & Business Development
EmailPhone - TS
Taylor Strauss
Senior Underwriter · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Uwm
27 distinct titles indexed · top 10 shown.
- 3underwriter
- 2account executive
- 2senior underwriter
- 1account manager & underwriter
- 1administrative assistant iii
- 1building support
- 1busser
- 1condo project team member
- 1finance manager
- 1founder ceo and financial planning pro
- +17more titles
Sign up to unlock all 39 contacts at Uwm
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